Agent Flowz is the all-in-one platform that gives insurance agents a power dialer, smart CRM, visual pipeline, and book of business — in one fast, beautiful app.
Cancel before trial ends and you won't be charged · Setup in 5 minutes
2,400+
Active agents
3.4×
More dials per day
9.2%
Avg close rate lift
$0
Setup fee
Everything you need
Agent Flowz replaces your dialer, CRM, spreadsheets, and reporting tools with one purpose-built platform for insurance sales.
One-click dialing built on Twilio. Auto-advance queue, voicemail drops, live recording, and AI call summaries. Agents make 3× more calls daily.
Profiles built for insurance — DOB, beneficiaries, policy history, lead source, tags, and a full activity timeline. Import 50k contacts in seconds.
Drag-and-drop kanban from first call to closed policy. See exactly where every lead stands and what action moves them forward.
Every active policy in one place. Track carrier, premium, renewal date, commissions, and beneficiaries. Never miss a lapse again.
Close ratio, revenue, leaderboards, call activity, and source attribution. Know exactly what's working and who's producing.
Built-in DNC management, calling hour enforcement, consent tracking, and full audit logs. Sell confidently within compliance.
Real results
"I cancelled GoHighLevel, a separate dialer, and two CRMs. Agent Flowz does everything for less. My close rate went from 5.2% to 9.8% in 60 days."
Marcus Johnson
Medicare Specialist · Dallas, TX
Monthly calls
147
"My team of 8 agents uses Agent Flowz every single day. The leaderboard keeps everyone producing and I can monitor performance in real-time."
Sarah Mitchell
Final Expense Agency Owner · Austin, TX
Monthly calls
1,247
"The book of business tracker alone is worth the subscription. I used to track renewals in a spreadsheet. Never again."
Priya Patel
Independent Broker · Atlanta, GA
Monthly calls
988
Pricing
All plans include a 14-day free trial. Cancel before it ends and you won't be charged.
For independent agents ready to scale.
For small agencies — up to 5 agents.
For high-volume agencies and IMOs.
Join 2,400+ insurance agents who use Agent Flowz to dial smarter, close faster, and manage their entire business in one place.
Start free — 14-day trial